Poet Technologies Inc (POET)

[Bigbaby69420]

Yeah it is

Why don’t you use your brain dummy. Just explain to me how you reconcile what you said, that it’s gonna take 60 months from now, with the fact that POET is already sampling and customers are already designing the OI into their modules at 100 and 200G?

Most of you LWLG guys are essentially brain dead, I have seen some of your guys posts, half of you don’t even know LWLG makes. I had some guy try to tell me they make EML’s Hahahahaha

And if it makes you feel any better I really doubt the thermal stability of LWLG polymers and I highly doubt their ability to perform full scale manufacturing without major losses due to the polling issues that are obviously occurring with their multiple foundry partners

[KCCO7913]

Is it really though?

[Cuppy]

"A few new slides were added to the investor deck today and there’s a graph that shows the 100/200gig won’t reach market acceptance/tech prove-out for 60 months."

No, that's the five years of development that has brought them to the point we are right now. It's not 5 years FROM now.

[KCCO7913]

I think the $3 and $4million numbers you’re seeing on that slide are actually the market size in billions for optical modules and packaged light sources. Very large opportunity for sure. Just an insane amount of competition and variety in this space and I’m not totally confident in the management here. I’m on for the ride though.

[allwillbewave]

KCC,

Yes that’s one heck of a slide to figure out. I’d like to think that it’s the industries acceptance that the optical interposer as a hybrid packaging solution is considered as the best solution of making optical engines. The 100 & 200 gig engines will have been in the field the longest by then. Jmho

Also, the company is estimating $3 million in revenues for 2022 and $4 million next year. I guess they are anticipating a couple of purchase orders.

Regarding the remote light source they are saying on slide 9 their product is 75% cheaper than competing technology. If I read that right.

Stock price is brutal. The reverse split from a position of strength lol. You can’t make this stuff up.

[KCCO7913]

That place cracks me up. Something else no one wants to talk about is the lower-than-expected margin guidance from the last presentation. That plus the decreased revenue guidance is likely causing some angst in the stock price.

A few new slides were added to the investor deck today and there’s a graph that shows the 100/200gig won’t reach market acceptance/tech prove-out for 60 months.

I also think people are selling stock to book some losses knowing that they can buy back in 30+ days for around the same price.

[allwillbewave]

Poet has an external light source that they will supply to celestial AI and others.

Ayar labs has a remote light source as well.

Not sure why some posters on agoracom don’t know this?

https://ayarlabs.com/supernova/

[JohnSamuel]

Posted on Agoracom ...EXERCISE OF WARRANTS :

https://agoracom.com/ir/POETTechnologies/forums/discussion/topics/781302-ceo-insider-transaction/messages/2363822#message

Re: CEO Insider Transaction
in response to Re: CEO Insider Transaction by chappychap
posted on Aug 16, 2022 10:25AM
Log in to use the IP Check tool [?]
Never seen a CEO do that before. He could have made a purchase in the open market at a significantly lower cost but instead exercised out of the market warrants that don't expire until next April (first tranche of debentures).

That is sending a powerful message to the market.

50 Recommendations

Issuer name: POET Technologies Inc.
Insider's Relationship to Issuer: 4 - Director of Issuer, 5 - Senior Officer of Issuer
Ceased to be Insider: Not applicable
Security designation: Common Shares
3892286 2022-02-24 2022-02-28 Direct Ownership :
37 - Stock split or consolidation -292,500 32,500

3989250 2022-08-15 2022-08-16 Direct Ownership :
54 - Exercise of warrants +15,000 5.0000 47,500

Security designation: Options (Common Shares)
3892288 2022-02-24 2022-02-28 Direct Ownership :
37 - Stock split or consolidation -13,185,000 1,465,000 Common Shares -13,185,000 1,465,000

Security designation: Warrants (Common Shares)
3892290 2022-02-24 2022-02-28 Direct Ownership :
37 - Stock split or consolidation -258,750 28,750 Common Shares -258,750 28,750


3989249 2022-08-15 2022-08-16 Direct Ownership :
54 - Exercise of warrants -15,000 13,750 5.0000 Common Shares

[JohnSamuel]

... Why is the POET hybrid-integration solution so exciting? This image gives an answer. The amount of power & performance delivered by the 400G optical engine allows for 75% more miniaturization, which saves costs & assembly time....

Why is the POET hybrid-integration solution so exciting? This image gives an answer. The amount of power & performance delivered by the 400G optical engine allows for 75% more miniaturization, which saves costs & assembly time. $POET #tech #photonics https://t.co/WJ1HllAjKn pic.twitter.com/zZjo7FaLxI

— POET Technologies (@POETtech) August 16, 2022

[Xrouter]

Never did I think it would go below $5. I’ve bought this pre split for as low as .16 and a huge amount in the twenties. Which compute to 1.60 to $2.90 after the10/1 split. It’s very irrational (to me) that we are in the low 3s right now. But if you research the last 10 plus years you will see that the highs of the year or at least a huge gain always seems to happen around the Annual. That will occur in October. By then my opinion is we will rebound and management will throw us a few bones, hopefully with some meat on it. Again GLA , Strik

[allwillbewave]

Lots of technical information on the various transceivers used in the data centres and their interconnection.

They go into the need for cheaper, faster and lower power requirements. All the things we’ve been hearing about for ages.

https://m.fibermall.com/blog/optical-transceiver-technology-trends-of-data-center-in-2022.htm

[allwillbewave]

Th6565,

Can’t answer for Router, but anything is possible with this stock. It’s very disappointing with their progress from the sp point of view.

I’m over invested in poet and under invested in lwlg:)

The other stock you private messaged me on is a high high risk penny stock. It’s just at the right time in the greater Toronto area medical health clinics. Lwlg and Poet are light years ahead in their development. Jmo

[th6565]

Do you think it would go below $3?

[Xrouter]

$3.50 and under. Come to papa Strik

[Xrouter]

No. I’m old. A double is fine for me. I’ll be dead before they make $$ the way they are going. Like I said. This management team sucks and that’s what ruins good companies Strik

[Cuppy]

So if you think nothing is wrong with the tech, why do you think selling out at $10 would be smart? do you think their projections are just illusions?

Does POET's tech, in other words, not matter in how good it is?

[jacksonjohn]

Feels like hopeware and the AgoraCons keeps it going.

[Xrouter]

Nothing is wrong with the company. May take a wee bit longer but I still feel I’ll cash in at $10 per share. The problem here is the management SUCKS and has always SUCKED since I’ve been in and out. Blood is in the water and I’m buying, GLA, Strik

[Cuppy]

So what do YOU think is wrong with this company? Are the patents faked? does the OI (which has been demonstrated) not exist? are they lying about customer engagements? What do you think they are working on, if not this technology?

[jacksonjohn]

Always have been wrong in your pumping of this and it will continue.

[blue_skies]

The company uses digital platforms to "educate" thee investors. Especially on and around the time of the reverse split.

[mackwheaton]

There won’t be another reverse split. I’m more interested to see if they do any insider buying now that 2q reporting is done. At some point the folks driving this down will see more opportunity to the upside and that could be the catalyst. But if they don’t buy, and they have been tone deaf to share price and shareholders in the past, we might drift further downward.

[Oleblue]

I have watched this stock off and on for many years. Something has never impressed me. Still waiting and watching. It could drop further before finding support. It has to break the 8 EMA before rending a buy signal.

[jacksonjohn]

No. But they failed miserably with this uplisting. They seem like amateurs,

[blue_skies]

think that will come before the reverse split?

wainwright cut the price target to $5 but maintained a buy recommendation.

[jacksonjohn]

The next announcement is funding hence the price action here

[th6565]

Thank you. I will take dearly the last paragraph of your post.

[mackwheaton]

Present day I am devastated both by the decision to go to the NASDAQ without an imminent book of business, truly poorly planned and it reflects badly on the “sub committee” that made the decision. Flog them. I believe, while we would have taken some hit, we’d be sitting at $6 + right now if we had waited it out on the Venture. Doesn’t matter to the true believers, but it certainly does to me when I look at my portfolio.

I’m more sanguine about the future, and I do believe that the trigger will be the 400G transmit engine completion and move to sampling. That does place them at 800G/1.6T and suddenly a whole lap ahead of the field, should trigger valuations that take into account many years into the future.

If I were new, I’d nibble a bit at these sub 4 levels, even if it falls further, but I’d have my biggest bag of cash available for the successful 400G transmit announcement. I suspect a big industry player is lying in wait to get a piece of the company when that happens. I’m guessing only, but, given the current SP action, I’d like to think that announcement will come around the time of the AGSM in mid October.

[Xrouter]

Thanks Proto. You and Mac are always there as the voice of reason. I thought buying at $5 and a little under was a great deal. Now I’m at the blue light special buying at $3.90 and under. Go figure. That works out to around .39 pre split. My one and only gripe with Poet is the horrible communication we’ve always receive from a management team that makes them look unprofessional. Once they hit the Naz was when they should of done a financing. Please Poet, don’t repeat your past financing dud and give me another long hold. And for Goodness Sakes, do a little inside buying!!!! G L A, Strik

[allwillbewave]

Thanks proto,

This whole process of watching two companies trying to bring novel solutions to the evolving world of photonics is remarkable.

By watching Poets journey and the true length of time it takes to bring a new photonics packaging method to the market, well it’s eye opening. It certainly looks like it will take a couple of years from here to see if what they have will be the preferred way to package Pics.

I'm a realist. I don’t believe in “ one ring to rule them all”.

Global foundries, Intel, TSMC, Broadcom, Jazz Semi etc. all have their methods of packaging Pics. I’ve said it before Poet does not need to get the whole TAM in pluggable transceivers just a descent share to be successful.

I wonder how lwlg’s time to market for their business plan will play out? Will their released dates with foundries and production schedules get delayed as they try to get each foundry perfected with lwlg’s recipe of the Perinamine?

I don’t know but I sure hope lwlg’s process is simpler than Poets. Jmho

[allwillbewave]

Th6565,

It appears after listening to the recent fireside chat that the company is aware of the political situation with China. Most of the large transceiver modulators makers have a presence in China or Asia.

The ceo stated they are running a parallel production capability in Singapore for this reason. He also stated he did not believe any of the wafer production machines Poet uses in their processes is so unique as to fall under the scrutiny of banned technologies to China. Words to that effect.

[prototype_101]

Oppenheimer Technology, Internet & Communications Conference
Date: August 9-10, 2022
Fireside Chat: Tuesday, August 9th at 4:35 p.m. Eastern Time
Webcast Link: https://wsw.com/webcast/oppenheimer23/poetf/3015870
Investor Presentation

Sadly, it seems that the Production timeline has slipped some again, and it looks more likely that POET will need to do a Cash raise later this year

[prototype_101]

Poet's August update of the presentation slide deck here,

https://poet-technologies.com/docs/presentations/POET%20Investor%20Presentation%20-%20August%202022.pdf

[prototype_101]

Allwillbe, as far as I know there would be no issue with LWLG's modulator being paired with Poet's OI in an OE build, LWLG's modulator is compatible with SiP, InP, Plasmonics, SiN, etc, I don't believe LWLG's modulators are not compatible with any/all available platforms out there, and of course Lebby's preferred platform choice of the future is all Polymer (well mostly!) P2IC

[th6565]

Political climates as is now I am not sure LWLG perkinamine or it’s technology would be allowed onto POET transceivers.

Having the above thoughts a while even before POET got in NASDAQ.

[allwillbewave]

Proto,

In one of the cfo’s presentations some time ago he stated they would do a captital raise to expand into another market beyond datacom and telecom. A market like medical sensors.

I haven’t gone looking for it so you will have to trust my aging memory.

The fact that their plan is taking longer than they thought for meaningful revenues to start certainly will force their hand and do a capital raise. It will re-enforce my fear I had when they did the reverse split. They have not been able to give the market any meaningful news that could support the stock.

Regarding lwlg and Poet. I’ve been wondering, if there is any problem with flip chipping a polymer MZI onto the optical interposer?

We know Poet has gone with silicon and thin film lithium niobate external modulators for part of their product offerings to date.

Do you or your technically oriented friend have an opinion?

Perhaps Poet is waiting for lwlg to produce a polymer MZI in the foundry before they attempt a partnership?

[prototype_101]

Th, I agree, my enthusiasm here would be greatly increased if that happened, I always assumed it would but so far no signs of them working together

Also, unlike LWLG, they will need another raise soon unfortunately which is likely why the PPS is in the toilet as the powers to be like to prey on the cash needy, here from Agoracom >>

Financing Happening?

This statement below was not included in the past few financial reportings (page 21)....unfortunate in these market conditions the need for money and perhaps why the stock price is acting the way it is?


The Company has prepared a cash flow forecast which indicates that it does not have sufficient cash to meet its minimum expenditure commitments and therefore needs to raise additional funds to continue as a going concern. As a result, there is substantial doubt about the Company's ability to continue as a going concern for the next twelve months from the date of these condensed unaudited consolidated financial statements.


The better question is, what changed? I thought they didn't need to raise funds?

https://agoracom.com/ir/POETTechnologies/forums/discussion/topics/780994-financing-happening/messages/2362987#message

[th6565]

Any signs of cooperation between LWLG and POET I will become shareholder right away.

[prototype_101]

yup, I'm in agreement with you there for sure, couple years ago when MRR's came to my attention, we looked at papers on them, and even Polymer research had papers dating back as far as 20 years, the Polariton Racetrack modulator is essentially a MRR so I have great confidence that all MRR's can have LWLG's Polymer secret sauce spun onto them in a Foundry mass production process

[allwillbewave]

Proto,

Agree with you on the foundries comment. I really think the Chinese market is where they are going after first. Jmo

The WDM MSA group have some heavy hitters believing in the need.

Global foundries and Ayar labs intel etc. are sinking serious cash into it.

I’m thinking after reading that Chinese research piece from 2014 that the lwlg perkinamine slot modulator will be added to the micro ring modulators during the wafer making process.

Almost like having a super turbo charger on a gas engine.

Obviously I’m not a pic designer, far from it, but it’s how my brain sees it :)

[prototype_101]

Allwillbe, you would almost think that Poet's OI should be built into all the same Foundries as LWLG's modulators, you know for years I've thought these two company's technologies would come together but so far no sign of that happening

the many lanes concept sounds great, but I believe the frequency separations become almost too small to successfully contain, especially over extended periods of time required in RT, just listen to Jim Theodoras of HG Genuine in that EPIC meeting discuss this topic, Jim also was the previous head of the Ethernet Alliance, so I believe what he said, and he basically said anything beyond 4 lanes is really too much of a challenge, we'll see, I know Poet is among those new technologies that seem to say the opposite, but as yet they have not proven anything beyond 4 lanes in production to my knowledge

[allwillbewave]

I found it interesting that these Chinese researchers in 2014 wrote a research paper on making a hybrid plasmonic racetrack modulator that also utilizes an electro optic polymer. They also write about how the slot modulator is created and how the electro optic polymer should be spun coated during wafer fabrication.

Those Chinese scientists are pretty sharp.

https://www.researchgate.net/publication/235911113_Design_of_an_Electro-Optic_Modulator_Based_on_a_Silicon-Plasmonic_Hybrid_Phase_Shifter

[allwillbewave]

Proto,

Don’t forget Poets OI not only can incorporate DML and EML technologies they are also developing A CW laser that multiplexes into 8 channels and more.

The WDM- MSA group are big believers in a need for multi channel light frequencies to increase the band width using a simple NRZ modulation format. That’s right in lwlg’s wheel house.

Btw the external modulators so far announced are silicon and thin film lithium niobate.

Let the customers decide what materials, and components they want in the end product. Poets OI is flexible enough to accommodate what they want.

Will the OI ever accommodate polymer MZI or slot modulators or micro ring modulators? I don’t know but if both technologies are the preferred methods why not?

Ship the OI from Silterra to a western foundry rather than super photonics if American technology cannot be used in China. Jmo

[prototype_101]

DML vs EML, here is a clearer discussion formatted and with diagrams,

https://www.reddit.com/r/LWLG/comments/wh0vg3/directly_modulated_lasers_dml_vs_externally/

[prototype_101]

Yes, We have used both approaches (DML and external modulator) when modulating an RF signal (data stream) onto fiber.

Pros of DML:

Simplicity: Does not require the extra external modulator component.

Cons of DML:

Extra laser bias circuit required: DML requires modulating the bias current provided to the laser. Shifting from a voltage input to a current input consequently needs a transconductance amplifier or resistive network to change the input from voltage-controlled to current-controlled. This circuit has the potential to dissipate extra power and degrade the bandwidth of the input signal. Current is affected by the 'inductance' of the circuit, which slows response time of the signal (analogous to inertia in mechanical systems). This is a major impediment.

One optical path per laser: With DML, since the laser is being directly modulated, the laser cannot be split into multiple paths to provide the continuous-wave (CW) optical signal to multiple external modulators. This may result in increased costs as compared to using external modulators. It also increases power dissipation as lasers consume a lot more power than modulators. Particularly modulators driven directly from CMOS circuits.

Intensity Modulation only: DML does not allow for the use of phase modulation (PM) formats. The applications of DML can only be used in 'intensity modulation' (AM modulation), i.e., NRZ, PAM4, etc. It cannot be used for PM, i.e., QPSK, QAM, etc.

Reduced Dynamic Range: In our experience, an external modulator provides superior dynamic range and less noise.

https://www.reddit.com/r/LWLG/comments/wf2vja/lebby_explains_why_we_will_be_ubiquitous/

Would be interesting to hear what Suresh comments would be to the above points on DML modulation, Poet I believe has 2 main focus points for modulation currently 1) DML's and 2) TFLN

[prototype_101]

POET Technologies to Participate at the Oppenheimer Technology, Internet & Communications Conference on August 9 and 10

Toronto, Ontario, August 03, 2022 -- POET Technologies Inc. (“POET” or the “Company”) (TSX Venture: PTK; Nasdaq: POET), the designer and developer of the POET Optical Interposer™ and Photonic Integrated Circuits (PICs) for the data center and tele-communication markets, today announced the Company will participate at the 25th Annual Oppenheimer Technology, Internet & Communications Conference, which will be held as a virtual event. Executive management will host a fireside chat on Tuesday, August 9, 2022 at 4:35 p.m. ET and will be available throughout the Conference on August 9th and 10th to host meetings with participating investors.

Portfolio managers and analysts can request a meeting with management by contacting their Oppenheimer representative. A live webcast and archived replay of the Company’s fireside chat will be available in the investor relations section of POET’s website under Events and Presentations.


About POET Technologies Inc.

POET Technologies is a design and development company offering integration solutions based on the POET Optical Interposer™ a novel platform that allows the seamless integration of electronic and photonic devices into a single multi-chip module using advanced wafer-level semiconductor manufacturing techniques and packaging methods. POET’s Optical Interposer eliminates costly components and labor-intensive assembly, alignment, burn-in and testing methods employed in conventional photonics. The cost-efficient integration scheme and scalability of the POET Optical Interposer brings value to any device or system that integrates electronics and photonics, including some of the highest growth areas of computing, such as Artificial Intelligence (AI), the Internet of Things (IoT), autonomous vehicles and high-speed networking for cloud service providers and data centers. POET is headquartered in Toronto, with operations in Allentown, PA, Shenzhen, China and Singapore. More information may be obtained at www.poet-technologies.com.



Shareholder Contact:

Shelton Group

Brett L. Perry

[e-mail]



Company Contact:

Thomas R. Mika, EVP & CFO

[e-mail]



This news release contains “forward-looking information” (within the meaning of applicable Canadian securities laws) and “forward-looking statements” (within the meaning of the U.S. Private Securities Litigation Reform Act of 1995). Such statements or information are identified with words such as “anticipate”, “believe”, “expect”, “plan”, “intend”, “potential”, “estimate”, “propose”, “project”, “outlook”, “foresee” or similar words suggesting future outcomes or statements regarding any potential outcome. Such statements include the Company’s expectations with respect to the success of the Company’s product development efforts, the performance of its products, the expected results of its operations, meeting revenue targets, and the expectation of continued success in the financing efforts, the capability, functionality, performance and cost of the Company’s technology as well as the market acceptance, inclusion and timing of the Company’s technology in current and future products.



Such forward-looking information or statements are based on a number of risks, uncertainties and assumptions which may cause actual results or other expectations to differ materially from those anticipated and which may prove to be incorrect. Assumptions have been made regarding, among other things, management’s expectations regarding the success and timing for completion of its development efforts, financing activities, future growth, recruitment of personnel, opening of offices, the form and potential of its joint venture, plans for and completion of projects by the Company’s third-party consultants, contractors and partners, availability of capital, and the necessity to incur capital and other expenditures. Actual results could differ materially due to a number of factors, including, without limitation, the failure of its products to meet performance requirements, lack of sales in its products, once released, operational risks in the completion of the Company’s anticipated projects, lack of performance of its joint venture, delays in recruitment for its newly opened operations or changes in plans with respect to the development of the Company’s anticipated projects by third-parties, risks affecting the Company’s ability to execute projects, the ability of the Company to generate sales for its products, the ability to attract key personnel, and the ability to raise additional capital. Although the Company believes that the expectations reflected in the forward-looking information or statements are reasonable, prospective investors in the Company’s securities should not place undue reliance on forward-looking statements because the Company can provide no assurance that such expectations will prove to be correct. Forward-looking information and statements contained in this news release are as of the date of this news release and the Company assumes no obligation to update or revise this forward-looking information and statements except as required by law.



Neither TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.



120 Eglinton Avenue, East, Suite 1107, Toronto, ON, M4P 1E2- Tel: [phone] - Fax: [phone]

[prototype_101]

Oppenheimer Rick Schafer Tuesday Aug 9, 4:15 pm

POET Technologies plans to webcast to the public a presentation / fireside chat with Rick Schafer from Oppenheimer at 4:15pm on Tuesday, Aug. 9. It will also be recorded, which will be posted to the POET website. There will likely be a comment section in their financial release with a link to their revised investor presentation deck.

William F. White
Chairman
IBK Capital Corp.
[e-mail]
Cell: ([phone]
Office: ([phone]
Toronto, Canada
www.ibkcapital.com

https://www.nasdaq.com/articles/top-2-stocks-from-expert-analyst-rick-schafers-coffers

Rick Schafer is a very big get for POET. Oppenheimer is a $28 billion investment firm.


Check his bio, cream of the crop. Not doing POET on a whim. Very good news that may reduce some legitimate interest.

https://agoracom.com/ir/POETTechnologies/forums/discussion/topics/780770-rick-schafer/messages/2362568#message

[JohnSamuel]

Same here ... ;)

[allwillbewave]

We know Intel is marketing and selling their silicon photonic transceivers since q2 21. They use different packaging methods than Poet and they use micro ring technology to modulate the laser light. Which is different from lwlg and Poets preferred methods.

Of course Global Foundries has a different way to process and design Pics.

Many scientists, foundries, corporations looking for the next big winner in the photonics industry.

There is no lack of funding from venture capitalists and governments.

At least Poet has two foundries on board, a new research and design Centre in Singapore and starting to get producted shipped in the next couple of quarters.

Come on design wins!!


https://www.businesswire.com/news/home/20220628005468/en/

[Xrouter]

Hopefully August 9th we’ll find out if this is going lower or not. Hope they don’t announce a financing coming. GLA , Strik